DOSSIER · 13F-HR · Q2 2026
Squire Investment Management Company, LLC
$415M in tracked AUM across 89 positions as of Q2 2026.
SI
CIK 0002031291 · last filed Jun 30, 2026
AI Analysis · Q2 2026
Portfolio Overview
Squire Investment Management Company, LLC reported a significant expansion in assets under management for the quarter ending December 31, 2025. The total portfolio value surged by 56.3%, increasing from $211.42 million to $330.47 million. This growth is attributable to a combination of positive market performance in underlying assets and substantial net capital inflows, evidenced by the creation of 22 new positions. The portfolio consists of 74 holdings, indicating a high...
Analysis generated by 13F Insight from SEC Form 13F filing data · Q2 2026. Methodology
Quarter at a glance — Q2 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q2 2026.